iShares Core MSCI EAFE ETF
IEFA
1,552 hedge funds and large institutions have $78.7B invested in iShares Core MSCI EAFE ETF in 2023 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 650 increasing their positions, 578 reducing their positions, and 74 closing their positions.
84% more first-time investments, than exits
New positions opened: 136 | Existing positions closed: 74
12% more repeat investments, than reductions
Existing positions increased: 650 | Existing positions reduced: 578
4% more funds holding in top 10
Funds holding in top 10: 294 → 307 (+13)
2% more funds holding
Funds holding: 1,525 → 1,552 (+27)
3% more capital invested
Capital invested by funds: $76.8B → $78.7B (+$1.92B)
0.76% less ownership
Funds ownership: 82.7% → 81.95% (-0.76%)
53% less call options, than puts
Call options by funds: $11.4M | Put options by funds: $24.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$901M |
| 2 |
US Bancorp
Minneapolis,
Minnesota
|
+$322M |
| 3 |
GC
Grimes & Company
Westborough,
Massachusetts
|
+$225M |
| 4 |
LPL Financial
San Diego,
California
|
+$218M |
| 5 |
BP
Ballentine Partners
Waltham,
Massachusetts
|
+$164M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$2.87B |
| 2 |
Jane Street
New York
|
-$330M |
| 3 |
GSIS
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
-$204M |
| 4 |
TF
TIAA FSB
Jacksonville,
Florida
|
-$106M |
| 5 |
NMIMC
Northwestern Mutual Investment Management Company
Milwaukee,
Wisconsin
|
-$88.5M |
IEFA Hedge Fund Activity: Q1 2023 in Review
1,552 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Core MSCI EAFE ETF (IEFA) for Q1 2023, worth a combined $78.7B — up 2.5% from $76.8B a quarter earlier.
Buyers outnumbered sellers: 136 funds opened new IEFA positions and 74 closed out — a net gain of 62 holders — while 650 added to existing stakes and 578 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $901M. The largest seller was Bank of America, cutting an estimated $2.87B.
- 1,552 institutional investors held iShares Core MSCI EAFE ETF (IEFA) as of Q1 2023, up from 1,525 in Q4 2022.
- Funds reported $78.7B of iShares Core MSCI EAFE ETF stock for Q1 2023, up 2.5% quarter-over-quarter.
- 136 funds opened new iShares Core MSCI EAFE ETF positions in Q1 2023 and 74 closed out, a net change of +62 holders.
- The largest iShares Core MSCI EAFE ETF buyer in Q1 2023 was Morgan Stanley, an estimated $901M added.
- The largest iShares Core MSCI EAFE ETF seller in Q1 2023 was Bank of America, an estimated $2.87B sold.
Based on aggregated 13F filings for Q1 2023.